$Lumentum(LITE)$  Caught a short CNBC interview with the LITE CEO today. He comes across as very confident. Glad to be holding this one long.

$Lumentum(LITE)$  Good news all around, and shorts still have to cover. The climb looks ready to continue, with 1100, then 1200, and eventually $2000 in sight.

$Lumentum(LITE)$  What Lite-On is doing aligns directly with the broader global semiconductor alliance. The partnership framework shows Lite-On is not building a standalone solution; it is using POET Technologies' patented Optical Interposer platform to serve the massive demands of hyperscale data centers. This creates a unified tech standard. Because POET's passive interposer acts as a universal docking station, optical modules built by Lite-On are mechanically and architecturally aligned to plug into the broader ecosystem, meaning they can route data to and from a TSM-fabricated chip, use lasers from Lumentum, and support power hardware designed by NVDA. It is a massive advantage that independent U.S. designer

$Lumentum(LITE)$ Liking the move off the VPOC. 1000 and ATH could be the next targets.

$Lumentum(LITE)$  Same micro cup and handle pattern she made earlier at 910. When she bounced off the 20 SMA and took off.

$NVIDIA(NVDA)$ $Coherent(COHR)$ $Lumentum(LITE)$  $AXT Inc(AXTI)$ AXT supplies raw indium phosphide wafers, which then feed into Coherent and Lumentum for high-speed lasers and 1.6T transceivers. From there, NVIDIA and the hyperscalers deploy them across AI supercomputers and data centers.

$Lumentum(LITE)$ It could get a serious boost if Huang announces he put a couple more billion into LITE, or even just mentions LITE on the call. This one looks ready to move up.

$Cisco(CSCO)$ Momentum is running ahead of peers as the Secure AI Factory moves to rack-scale. Supermicro with Nvidia Vera Rubin, Silicon One, and Spectrum-X. 1.6T optics versus LITE. Canada sovereign cloud expansion. Micro futures give traders a clean hedge. Networking is becoming AI infrastructure. $NVIDIA(NVDA)$  $SUPER MICRO COMPUTER INC(SMCI)$ 

$YieldMax Semiconductor Portfolio Option Income ETF(CHPY)$ Not sure about everyone else, but I think this has been holding up well considering all the nonsense lately. NVDA earnings will definitely be interesting, and $Roundhill Memory ETF(DRAM)$  as well. We'll see how things go from here.

$Lumentum(LITE)$ Daniel Newman, CEO of Futurum Group, revised his AI data center capex estimate to $14 trillion by 2030. LITE should keep delivering blowout earnings at least through 2030. I see this pullback as a buying opportunity. The stock likely has a lot more upside from here.

$Roundhill Memory ETF(DRAM)$  $T-REX 2X Long DRAM Daily Target ETF(RAM)$ FOMO is coming back. Samsung is returning 79 billion to investors. How much of that will get reinvested? SK has 29 billion in buybacks. What more do you need?

$Lumentum(LITE)$ Close above the red line and I'm long, looking for a new ATH.

$Lumentum(LITE)$ Has anyone else noticed we're moving in lockstep with MU? Sometimes MU runs about $100 higher per share, only to come back down to around $40 higher per share, and then it repeats all over again. MU looks like a decent indicator for LITE's share price movement. I'm buying this pullback, expecting it to go much higher.

$Roundhill Memory ETF(DRAM)$  I'd like to see oil come back down. When oil rises on inflation fears or worries about higher interest rates, stocks tend to fall, and chips usually get hit first. The strait reopening and no further bombing threats would help.

$Roundhill Memory ETF(DRAM)$ Finished in the green. Now waiting to see what comes out of the Korean side on this stock buyback. Hopefully it holds up overnight.

$Roundhill Memory ETF(DRAM)$ Tough day. I picked up a couple hundred shares at 54.95 and the price dropped right after. Then I added 300 more at 54.62 and it went even lower. On the bright side, options call volume is sitting at the 70 strike in the quarterly expiry. That's encouraging. I'll roll my 65 puts expiring Friday tomorrow or Friday morning.

$Lumentum(LITE)$ Following Lumentum's latest earnings report, several analysts have taken a bullish stance on the stock. Wolfe Research analyst George Notter maintained a Buy rating on LITE with a $1,200 price target. J.P. Morgan's Joseph Cardoso reiterated a Buy rating and raised his target from $1,165 to $1,280. This adds to the optimism around Lumentum's earnings trajectory and its position in the AI infrastructure boom. More broadly, analysts remain bullish, giving Lumentum a Strong Buy rating. Among 22 analysts covering the stock, 15 recommend a Strong Buy, two assign a Moderate Buy, and five suggest investors Hold. The average price target stands at $1,111.41, implying potential upside of 21.5%. Meanwhile, the Street High target sits at

$Roundhill Memory ETF(DRAM)$ Today's pullback looks healthy, driven by macro factors and some profit taking, within what is still an ongoing memory uptrend. Congrats to those who held strong.

$Lumentum(LITE)$  TD Cowen and other analysts have turned bullish on Lumentum after its latest earnings report. Wolfe Research's George Notter kept a Buy rating on LITE with a $1,200 price target. J.P. Morgan's Joseph Cardoso reiterated a Buy rating and raised his target from $1,165 to $1,280. That adds to the optimism around Lumentum's earnings trajectory and its position in the AI infrastructure boom. More broadly, analysts remain bullish with a Strong Buy consensus on Lumentum. Among 22 analysts covering the stock, 15 recommend a Strong Buy, two assign a Moderate Buy, and five suggest investors Hold. The average price target is $1,111.41, implying potential upside of 21.5%. The Street High target sits at $1,4

$SPDR S&P 500 ETF Trust(SPY)$ Wall Street seems to want everyone focused on memory and hardware capex right now, which is probably why $Invesco QQQ(QQQ)$ , $VanEck Semiconductor ETF(SMH)$ , and $Roundhill Memory ETF(DRAM)$  are getting pushed so hard this week.